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Brookfield Asset Management

481 hedge funds and large institutions have $11.6B invested in Brookfield Asset Management in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+10
Holders Change %
+2.12%
% of All Funds
6.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
52
Increased
159
Reduced
161
Closed
36
Calls
$27.7M
Puts
$76.4M
Net Calls
-$48.7M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
126
Smith Salley Wealth Management
North Carolina
$4.3M +$389K +9,265 +10%
MFWM
127
Motley Fool Wealth Management
Virginia
$4.26M -$28.1K -668 -0.7%
NSCM
128
New South Capital Management
Tennessee
$4.17M +$39.3K +935 +1%
CAM
129
Cidel Asset Management
Ontario, Canada
$4.09M -$10.2M -242,109 -71%
CCM
130
Canal Capital Management
Virginia
$3.78M +$354K +8,417 +10%
Brown Advisory
131
Brown Advisory
Maryland
$3.6M +$69.7K +1,659 +2%
JAM
132
JCIC Asset Management
Ontario, Canada
$3.44M +$35.3K +840 +1%
Janus Henderson Group
133
Janus Henderson Group
United Kingdom
$3.41M +$752K +17,895 +28%
CTA
134
Colonial Trust Advisors
South Carolina
$3.35M +$19.6K +467 +0.6%
MMA
135
Mizuho Markets Americas
New York
$3.15M
LKIM
136
Lawson Kroeker Investment Management
Nebraska
$3.15M -$2.04M -48,447 -39%
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$3.14M +$2.79M +66,455 +797%
Mitsubishi UFJ Trust & Banking
138
Mitsubishi UFJ Trust & Banking
Japan
$3.12M -$41.9K -1,000 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
139
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.05M -$647K -15,402 -18%
TW
140
TritonPoint Wealth
Maryland
$3.04M +$12.5K +321 +0.4%
RG
141
Rathbones Group
United Kingdom
$3.03M -$5K -119 -0.2%
PMG
142
Private Management Group
California
$3.02M -$1.73M -41,198 -36%
Creative Planning
143
Creative Planning
Kansas
$3.02M -$207K -4,916 -6%
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$3.01M +$3.01M +71,729 New
TYCC
145
Texas Yale Capital Corp
Florida
$2.95M -$44.9K -1,068 -1%
Truist Financial
146
Truist Financial
North Carolina
$2.94M -$151K -3,600 -5%
Focus Partners Wealth
147
Focus Partners Wealth
Massachusetts
$2.78M +$44.7K +1,063 +2%
Man Group
148
Man Group
United Kingdom
$2.7M +$749K +17,832 +38%
DekaBank Deutsche Girozentrale
149
DekaBank Deutsche Girozentrale
Germany
$2.69M +$480K +11,909 +22%
HPG
150
Harvest Portfolios Group
Ontario, Canada
$2.68M -$161K -3,828 -6%